Civic Intelligence

William S & Ina Levine Foundation Inc

EIN 86-0866703 • Phoenix, AZ

Pub. 78 Eligible
2801 East Camelback Road 450Phoenix, AZ 85016
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.3%

Faster asset growth than 53% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

9.3%

Faster revenue growth than 52% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,393,680

Up $1,536,107 (+5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$30,393,680

Up $1,536,107 (+5.3%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Up

$2,689,601

Up $229,431 (+9.3%) from 2023

Expenses

Down

$1,159,369

Down $216,045 (-16%) from 2023

Net Income

Up

$1,530,232

Up $445,476 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $9,624,819Liabilities 2010: $0Net Assets 2010: $9,624,8192010Assets 2011: $9,601,140Liabilities 2011: $3,9502011Assets 2012: $20,618,761Liabilities 2012: $300,800Net Assets 2012: $20,317,9612012Assets 2013: $26,470,359Liabilities 2013: $1,368,837Net Assets 2013: $25,101,5222013Assets 2014: $25,189,446Liabilities 2014: $0Net Assets 2014: $25,189,4462014Assets 2015: $24,412,183Liabilities 2015: $0Net Assets 2015: $24,412,1832015Assets 2016: $23,880,379Liabilities 2016: $0Net Assets 2016: $23,880,3792016Assets 2017: $24,208,815Liabilities 2017: $0Net Assets 2017: $24,208,8152017Assets 2018: $23,904,409Liabilities 2018: $0Net Assets 2018: $23,904,4092018Assets 2019: $24,670,611Liabilities 2019: $0Net Assets 2019: $24,670,6112019Assets 2020: $26,573,847Liabilities 2020: $1,045,726Net Assets 2020: $25,528,1212020Assets 2021: $27,044,720Liabilities 2021: $0Net Assets 2021: $27,044,7202021Assets 2022: $27,257,359Liabilities 2022: $0Net Assets 2022: $27,257,3592022Assets 2023: $28,857,573Liabilities 2023: $0Net Assets 2023: $28,857,5732023Assets 2024: $30,393,680Liabilities 2024: $0Net Assets 2024: $30,393,6802024

Highlighted filing

2024

Assets$30,393,680
Liabilities$0
Net Assets$30,393,680
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $636,1142010Revenue 2011: $743,918Expenses 2011: $574,249Net Income 2011: $169,6692011Expenses 2012: $329,7032012Expenses 2013: $816,2882013Revenue 2014: $1,554,554Expenses 2014: $1,590,183Net Income 2014: -$35,6292014Revenue 2015: $1,508,893Expenses 2015: $2,057,813Net Income 2015: -$548,9202015Revenue 2016: $1,568,421Expenses 2016: $2,101,254Net Income 2016: -$532,8332016Revenue 2017: $1,884,599Expenses 2017: $1,210,305Net Income 2017: $674,2942017Revenue 2018: $1,334,436Expenses 2018: $1,638,842Net Income 2018: -$304,4062018Revenue 2019: $1,615,760Expenses 2019: $849,558Net Income 2019: $766,2022019Revenue 2020: $1,465,566Expenses 2020: $607,659Net Income 2020: $857,9072020Revenue 2021: $2,506,644Expenses 2021: $997,601Net Income 2021: $1,509,0432021Revenue 2022: $1,702,176Expenses 2022: $1,493,051Net Income 2022: $209,1252022Revenue 2023: $2,460,170Expenses 2023: $1,375,414Net Income 2023: $1,084,7562023Revenue 2024: $2,689,601Expenses 2024: $1,159,369Net Income 2024: $1,530,2322024

Highlighted filing

2024

Revenue$2,689,601
Expenses$1,159,369
Net Income$1,530,232
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,393,680
Liabilities
$0
Net assets
$30,393,680
Revenue
$2,689,601
Expenses
$1,159,369
Net income
$1,530,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$2.69$1.16$1.53
2023Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$2.46$1.38$1.08
2022Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$1.70$1.49$0.21
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$2.51$1.00$1.51
2020Detailed filing. Detailed filing data is available for this year.$26.6$1.05$25.5$1.47$0.61$0.86
2019Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$1.62$0.85$0.77
2018Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.33$1.64$0.30
2017Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$1.88$1.21$0.67
2016Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.57$2.10$0.53
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.51$2.06$0.55
2014Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.55$1.59$0.04
2013Detailed filing. Detailed filing data is available for this year.$26.5$1.37$25.1$0.82
2012Detailed filing. Detailed filing data is available for this year.$20.6$0.30$20.3$0.33
2011Summary only. Only limited summary data is available for this year.$9.60$0.00$0.74$0.57$0.17
2010Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S LEVINEPresident/Director-$0--
JAY DAVID LEVINEDirector-$0--
JONATHAN LEVINEDirector-$0--
JULIE SCHOENDirector-$0--
Filing and Contact Details

Filer

Filer Name
William S & Ina Levine Foundation Inc
EIN
86-0866703
Phone
6022488181
Address
2801 EAST CAMELBACK ROAD 450, PHOENIX, AZ 85016

Signing Officer

Name
William S Levine
Title
President
Phone
6022488181
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Camelback Systems Inc
Address
2801 E CAMELBACK ROAD SUITE 450, PHOENIX, AZ 85016
Preparer
Patricia M Von Kolen CPA
Phone
6022488181
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WAL-MART STORES INC (3063 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WARNER BROS (1912 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WELLS FARGO & CO NEW (1522 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61XPERI INC COM (52 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ZEDGE (395 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt094564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3760958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARENA SHORT DURATION HIGH YIELD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PACIFIC FH RESORT LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PACIFIC RH, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3STEEL CANYON PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt094564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3864223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0332821
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt073810
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02282970
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02689601
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02689601
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01115
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01115
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt073810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01117600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01117600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0332821
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0332821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01530232
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt085145
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt073810
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02675832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02282970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02282970
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0709
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01117600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01159369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02689601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02689601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21996-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31996-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt030247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-8835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt030247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-8835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0K-1 STEEL CANYON PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1 STEEL CANYON PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LIBERTY SIRIUS XM REORG - FRACTIONAL SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AVALONBAY COMMUNITIES INC (CAP GAIN DISTRIB)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1 ARENA HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1 ARENA HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073810
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01530232
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05875
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030393680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028857573
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030393680
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01525707
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01525707
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01525707
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01562901
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037194
IRS990PF/DistributableAmountGrp/TotalTaxAmt037194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0468
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028391
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038391
IRS990PF/FMVAssetsEOYAmt032493745
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0131016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0361926
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0361926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0127379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0138522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt089768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04210899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04185618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06231172
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt021252959
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt023506620
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt023506620
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02465820
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0860638
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0963903
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt028857573
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt030393680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0669500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01340356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01340356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028857573
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030393680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032493745
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028857573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030393680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028857573
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030393680
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031734039
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01948630
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06383307
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0476011
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt023402102
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01562901
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031258028
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031734039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM S LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAY DAVID LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JONATHAN LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE SCHOEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02801 EAST CAMELBACK ROAD SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12801 EAST CAMELBACK ROAD SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22801 EAST CAMELBACK ROAD SUITE 450

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